> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carousify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage clients

> Run multiple client brands under one Carousify login — without holding their LinkedIn credentials.

If you're an agency, ghostwriter, or freelancer running LinkedIn for someone else, Carousify is built so you can do that **without ever asking your client for their LinkedIn password**. The setup is a five-minute, four-step flow — create a workspace for them, send a Collaboration Link so they connect their own LinkedIn, set up their brand kit, and (optionally) invite them with the read-only **Client** role so they can review what you've queued.

## The full client setup

<Steps>
  <Step title="Create a workspace for the client">
    From the sidebar workspace list, click **+ Add New Workspace**. Name it after the client, set their timezone, and upload their logo. Everything you build inside this workspace stays scoped to it — no leakage between clients. See [Workspaces overview](/workspaces/overview).
  </Step>

  <Step title="Send a Collaboration Link to connect their LinkedIn">
    Inside the new workspace, go to **Manage Workspace › Social Integrations**, click **Add New Account**, scroll to **Collaboration Links**, pick an expiry (24 hours / 7 days / 30 days), and click **Generate Secure Link**. Send the URL to your client over email or Slack — they sign in to LinkedIn themselves, approve permissions, and the account drops into *your* Social Integrations list. Full walkthrough in [Connect your LinkedIn account](/getting-started/connect-linkedin#let-clients-connect-their-linkedin-without-sharing-logins).

    <Info>
      You never see, store, or need the client's LinkedIn email or password. The OAuth happens entirely on LinkedIn's side.
    </Info>
  </Step>

  <Step title="Set up the Brand Kit">
    Open **Manage Workspace › Brandkit** and load the client's colors, fonts, logo, author name, and handle. Every carousel you create for them will pull from this. See [Brand Kit](/carousel-maker/brand-kit).
  </Step>

  <Step title="Invite the client as a Client-role member">
    From **Manage Workspace › Team Members**, click **Invite New Member**, enter their name and email, and pick **Client** as the role. They get a view-only seat — they can browse the calendar, see what's scheduled, and check analytics, but they can't edit, schedule, or publish anything. See [Invite team members](/workspaces/invite-team).
  </Step>

  <Step title="Optional — turn on approval">
    If you want the client to sign off on every post before it goes live, enable [approval workflow](/workspaces/approval) and turn **Requires Approval** on for the role your writers are on. Posts queue up in **Pending Approval** until an Admin (or the client, if you bump them up) signs off.
  </Step>
</Steps>

## Why this works for agencies

* **No shared logins** — your client's LinkedIn credentials stay theirs. Revoking access is one click on either side.
* **Scoped billing and AI** — each workspace can have its own [BYOK key](/workspaces/ai-assistant#bring-your-own-ai-key-byok), so client A's AI usage doesn't drain client B's allowance.
* **Clean offboarding** — when an engagement ends, disconnect their LinkedIn from the workspace and remove the workspace. No credentials to rotate, no logins to revoke.

<Tip>
  Build one client workspace as a template — naming, brand kit slot layout, default tone — then duplicate the pattern. The first one takes 20 minutes; the next ones take 5.
</Tip>

## Switching between clients

The **WORKSPACES** list in the sidebar shows every workspace you have access to. Click any name to switch — drafts, calendar, analytics, integrations, and team all reload against that workspace. There's no "all clients" mega-view; you work inside one client at a time, which is the same model an Account Manager uses with separate browser tabs but without the tab juggling.

## Plan limits to know

| Plan       | Workspaces | LinkedIn accounts | Members per workspace |
| ---------- | ---------- | ----------------- | --------------------- |
| Hobby      | 1          | 3                 | 3                     |
| Startup    | 3          | 10                | 5                     |
| Business   | 10         | 25                | 10                    |
| Enterprise | Up to 500  | Custom            | Up to 500             |

If you're managing more than a handful of clients, **Business** is usually the floor — the Startup plan caps you at 3 workspaces. Live numbers: [carousify.com/pricing](https://carousify.com/pricing/).

## What's next

<Columns cols={2}>
  <Card title="Connect a client's LinkedIn" icon="link" href="/getting-started/connect-linkedin">
    Step-by-step Collaboration Link flow with screenshots.
  </Card>

  <Card title="Roles and permissions" icon="shield" href="/workspaces/roles">
    Why Client is read-only and how to layer in custom roles.
  </Card>

  <Card title="Approval workflow" icon="circle-check" href="/workspaces/approval">
    Have the client sign off before scheduled posts go live.
  </Card>

  <Card title="Whitelabel" icon="building" href="/whitelabel/overview">
    Run Carousify under your own domain and brand for clients (Enterprise).
  </Card>
</Columns>
